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iShares S&P 500 Value ETF
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Overview Fund Activity

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$86.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$118M
4
KOC
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$178M
2
UFF
USA Financial Formulas
Michigan
$0
3
MWM
Modern Wealth Management
Kansas
$1.5M
4
EW
Evoke Wealth
California
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
1026
Blue Chip Partners
Michigan
$346K -$18.9K -104 -5%
AFG
1027
Atomi Financial Group
New York
$345K -$25.7K -141 -7%
ACP
1028
Aveo Capital Partners
Colorado
$345K +$10.6K +58 +3%
TW
1029
TrinityPoint Wealth
Connecticut
$342K – – –
AIS
1030
American Investment Services
Massachusetts
$342K -$5.46K -30 -2%
KA
1031
Kovack Advisors
Florida
$341K +$36.8K +202 +12%
SWP
1032
ShoreHaven Wealth Partners
New Jersey
$340K -$2.37K -13 -0.7%
CA
1033
CGN Advisors
Kansas
$339K +$10K +55 +3%
OBWG
1034
Onyx Bridge Wealth Group
New York
$335K -$4.55K -25 -1%
ONST
1035
Old North State Trust
North Carolina
$334K – – –
XF
1036
XML Financial
Maryland
$334K +$96.3K +529 +41%
BBWP
1037
Beacon Bridge Wealth Partners
Pennsylvania
$333K +$364 +2 +0.1%
LP
1038
LGL Partners
Pennsylvania
$333K +$1.64K +9 +0.5%
SWP
1039
Semus Wealth Partners
Florida
$333K +$31.5K +173 +10%
GWMR
1040
GC Wealth Management RIA
Massachusetts
$332K -$11.5K -63 -3%
WW
1041
Westshore Wealth
California
$330K +$1.64K +9 +0.5%
WWM
1042
Waterway Wealth Management
Texas
$328K -$150K -822 -31%
STCOSD
1043
Sageworth Trust Company of South Dakota
South Dakota
$327K – – –
WIC
1044
Woodmont Investment Counsel
Tennessee
$325K – – –
RSA
1045
River Street Advisors
Illinois
$323K +$323K +1,775 New
NOI
1046
Newton One Investments
Delaware
$323K +$1.46K +8 +0.5%
PIFP
1047
Partners in Financial Planning
Virginia
$321K -$14.2K -78 -4%
MA
1048
MONECO Advisors
Connecticut
$320K – – –
GIA
1049
Guyasuta Investment Advisors
Pennsylvania
$320K – – –
CFS
1050
Coordinated Financial Services
Colorado
$319K +$1.09K +6 +0.3%
40 41
42
43 44